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Microsoft

5,774 hedge funds and large institutions have $2.67T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 236 funds opening new positions, 2,551 increasing their positions, 2,601 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

1.17% more ownership

Funds ownership: 70.92%72.09% (+1.2%)

1% more funds holding

Funds holding: 5,7245,774 (+50)

2% less repeat investments, than reductions

Existing positions increased: 2,551 | Existing positions reduced: 2,601

Holders
5,774
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,130
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.8B
Puts
$45.7B
Net Calls
Net Calls Change

Top Sellers

1 -$26B
2 -$3.54B
3 -$2.92B
4
Morgan Stanley
Morgan Stanley
New York
-$2.36B
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.85B
Name Holding Trade Value Shares
Change
Change in
Stake
SO
4476
Sierra Ocean
California
$2.19M
CFIM
4477
Client First Investment Management
Wisconsin
$2.19M
MMEA
4478
Main Management ETF Advisors
California
$2.19M
4A
4479
4Wealth Advisors
Illinois
$2.19M
SIS
4480
Strategic Investment Solutions
Illinois
$2.18M
VCM
4481
Verde Capital Management
Michigan
$2.18M
PWA
4482
Peterson Wealth Advisors
Utah
$2.18M
IA
4483
Inspire Advisors
Idaho
$2.18M
TFM
4484
Trademark Financial Management
Minnesota
$2.18M
AV
4485
Aspiring Ventures
Ohio
$2.18M
VR
4486
Valued Retirements
Texas
$2.17M
EPA
4487
Element Pointe Advisors
Florida
$2.17M
WI
4488
WBI Investments
New Jersey
$2.17M
WCP
4489
Wick Capital Partners
Pennsylvania
$2.17M
PA
4490
Promethium Advisors
Maryland
$2.16M
MIM
4491
Marshall Investment Management
Colorado
$2.16M
TFA
4492
Trinity Financial Advisors
Ohio
$2.15M
EWA
4493
EQ Wealth Advisors
Texas
$2.15M
CRFG
4494
Columbia River Financial Group
Washington
$2.15M
IAA
4495
Ironsides Asset Advisors
North Carolina
$2.14M
KA
4496
Kearns & Associates
California
$2.14M
1IA
4497
1620 Investment Advisors
Massachusetts
$2.14M
CDWM
4498
Campbell Deegan Wealth Management
Virginia
$2.14M
PFS
4499
Prospect Financial Services
New York
$2.14M
CS
4500
Capital Square
Tennessee
$2.14M